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iShares Core S&P Small-Cap ETF

2,718 hedge funds and large institutions have $65.8B invested in iShares Core S&P Small-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 343 funds opening new positions, 1,056 increasing their positions, 1,025 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

more ownership

Funds ownership:

7% more call options, than puts

Call options by funds: $48.6M | Put options by funds: $45.3M

5% more capital invested

Capital invested by funds: $62.8B → $65.8B (+$3.04B)

3% more repeat investments, than reductions

Existing positions increased: 1,056 | Existing positions reduced: 1,025

Holders
2,718
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
312
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$48.6M
Puts
$45.3M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
2551
Mowery & Schoenfeld Wealth Management
Illinois
$78.7K
MBFW
2552
Morton Brown Family Wealth
Pennsylvania
$77.5K
GWSA
2553
Global Wealth Strategies & Associates
Colorado
$76.9K
MJRIC
2554
Mogy Joel R Investment Counsel
California
$76.7K
MIM
2555
MTM Investment Management
South Carolina
$76.5K
FWA
2556
Flagship Wealth Advisors
Massachusetts
$76.3K
W
2557
WealthCollab
Washington
$76.1K
CFG
2558
Chapman Financial Group
Hawaii
$75.5K
MWPCG
2559
Measured Wealth Private Client Group
New Hampshire
$71.3K
TWM
2560
Tripletail Wealth Management
Florida
$71.3K
CIA
2561
Cape Investment Advisory
Georgia
$69.8K
BMC
2562
Bear Mountain Capital
Washington
$68.8K
PSFG
2563
Park Square Financial Group
Georgia
$67.2K
NFSG
2564
Newbridge Financial Services Group
Florida
$66K
NL
2565
NorthAvenue LLC
Ohio
$65.5K
FIM
2566
FWL Investment Management
Texas
$64.4K
DCM
2567
Davis Capital Management
Florida
$62.3K
RP
2568
Rice Partnership
Hawaii
$62.3K
MS
2569
Monetary Solutions
Ohio
$61.8K
MSWA
2570
Marshall & Sterling Wealth Advisors
New York
$61.8K
FC
2571
Fairscale Capital
New Hampshire
$61.2K
QA
2572
Quattro Advisors
Pennsylvania
$60.5K
MAS
2573
MPWM Advisory Solutions
Georgia
$60.2K
LAS
2574
Lloyd Advisory Services
Georgia
$60.1K
WAS
2575
Winch Advisory Services
Wisconsin
$59.7K